Business Involvement metrics are only displayed if at least 1% of the fund’s gross weight includes securities covered by MSCI ESG Research. All data is from MSCI ESG Fund Ratings as of Sep 21, 2022, based on holdings as of Aug 31, 2022. As such, the fund’s sustainable characteristics may differ from MSCI ESG Fund Ratings from time to time. This forward-looking metric is calculated based on a model, which is dependent upon multiple assumptions. Importantly, an ITR metric may vary meaningfully across data providers for a variety of reasons due to methodological choices (e.g., differences in time horizons, the scope of emissions included and portfolio aggregation calculations). This fund seeks to follow a sustainable, impact or ESG investment strategy, as disclosed in its prospectus.
The Information has not been submitted to, nor received approval from, the US SEC or any other regulatory body. Some funds may be based on or linked to MSCI indexes, and MSCI may be compensated based on the fund’s assets under management or other measures. MSCI has established an information barrier between equity index research and certain Information. None of the Information in and of itself can be used to determine which securities to buy or sell or when to buy or sell them. The Information is provided “as is” and the user of the Information assumes the entire risk of any use it may make or permit to be made of the Information.
For newly launched funds, Sustainability Characteristics are typically available 6 months after launch. Where data is not available, and / or if data changes, the estimation methods vary, particularly those related to a company’s future emissions. At more money than god review present, availability of input data varies across asset classes and markets. To the extent that data becomes more readily available and more accurate over time, we expect that ITR metric methodologies will evolve and may result in different outputs.
As a result, BlackRock publishes MSCI’s ITR metric for its funds in temperature range bands. The bands help to underscore the underlying uncertainty in the calculations and the variability of the metric. Certain sectors and markets perform exceptionally well based on current market conditions and iShares and BlackRock Funds can benefit from that performance. Achieving such exceptional returns involves the risk of volatility and investors should not expect that such results will be repeated.
The temperature goal of the Paris Agreement is to limit global warming to well below 2°C above pre-industrial levels, and ideally 1.5 °C, which will help us avoid the most severe impacts of climate change. The performance quoted represents past performance and does not guarantee future results. Investment return and principal value of an investment will fluctuate so that an investor’s shares, when sold or redeemed, may be worth more or less than the original cost. Current performance may be lower or higher than the performance quoted, and numbers may reflect small variances due to rounding.
The vendor price is not necessarily the price at which the Fund values the portfolio holding for the purposes of determining its net asset value (the “valuation price”). Additionally, where applicable, foreign currency exchange rates with respect to the portfolio holdings denominated in non-U.S. Currencies for the valuation price will be generally determined as of the close of business on the New York Stock Exchange, whereas for the vendor price will be generally determined as of 4 p.m. The calculated values may have been different if the valuation price were to have been used to calculate such values.
The vendor price is as of the most recent date for which a price is available and may not necessarily be as of the date shown above. Business Involvement metrics are designed only to identify companies where MSCI has conducted research and identified as having involvement in the covered activity. As a result, it is possible there is additional involvement in these covered activities where MSCI does not have coverage. This information should not be used to produce comprehensive lists of companies without involvement.
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For more information regarding a fund’s investment strategy, please see the fund’s prospectus. The ITR metric estimates a fund’s alignment with the Paris Agreement temperature goal. The ITR metric is not a real time estimate and may change over time, therefore it is prone to variance and may not always reflect a current estimate. Climate change is one of the greatest challenges in human history and will have profound implications for investors. To address climate change, many of the world’s major countries have signed the Paris Agreement.
President Joe Biden has just signed a $740 billion climate change, healthcare and tax Inflation Reduction Act. After-tax returns are calculated using the historical highest individual federal marginal income tax rates and do not reflect the impact of state and local taxes. Actual after-tax returns depend on the investor’s tax situation and may differ from those shown. The after-tax returns shown are not relevant to investors who hold their fund shares through tax-deferred arrangements such as 401 plans or individual retirement accounts.
Standardized performance and performance data current to the most recent month end may be found in the Performance section. The iShares Global Clean Energy ETF seeks to track the investment results of an index composed of global equities in the clean energy sector. The values shown for “market value,” “weight,” and “notional value” (the “calculated values”) are based off of a price provided by a third-party pricing vendor for the portfolio holding and do not reflect the impact of systematic fair valuation (“the vendor price”).
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Fund expenses, including management fees and other expenses were deducted. Many investors are looking to eliminate carbon exposure from their portfolios and invest in cleaner alternatives on Earth Day. Low-priced ETFs could be attractive as these will enable them to buy more shares instead of just a handful of higher-priced shares for the same amount. Here we highlight some ETF areas that can be great additions to the portfolio for investors looking to buy the dips.
- Here we highlight some ETF areas that can be great additions to the portfolio for investors looking to buy the dips.
- None of the Information in and of itself can be used to determine which securities to buy or sell or when to buy or sell them.
- Standardized performance and performance data current to the most recent month end may be found in the Performance section.
- Fund expenses, including management fees and other expenses were deducted.
This information must be preceded or accompanied by a current prospectus. Investment return and principal value of an investment will fluctuate so that an investor’s shares, when sold or redeemed, may be worth more or less than the original cost. Effective October 24, 2022, the underlying index for the Fund underwent methodology changes. Shareholders bore one-time restructuring costs related to the rebalance. As of October 24, 2022, BlackRock does not anticipate the Fund to incur any tax consequences resulting from the rebalance. Visit the 360° Evaluator tool, exclusively for advisors, to analyze investments within a portfolio context in minutes.
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The ITR metric is calculated by looking at the current emissions intensity of companies within the fund’s portfolio as well as the potential for those companies to reduce its emissions over time. If emissions in the global economy followed the same trend as the emissions of companies within the fund’s portfolio, global temperatures would ultimately rise within this band. The attempts to highlight climate change concerns can bring increasing meet the frugalwoods review attention to clean energy funds that can gain from rising initiatives to control adverse climate changes. The Fund seeks to track the investment results of the S&P Global Clean Energy Index, which is designed to track the performance of approximately 100 clean energy-related companies. Under normal market conditions, the Fund generally will invest at least 80% of its assets in the component securities of its Underlying Index.
For more information regarding the fund’s investment strategy, please see the fund’s prospectus. Real-time last sale data for U.S. stock quotes reflect trades reported through Nasdaq only. International investing involves risks, including risks related to foreign currency, limited liquidity, less government regulation and the possibility of substantial volatility due to adverse political, economic or other developments. These risks often are heightened for investments in emerging/developing markets or in concentrations of single countries. If the Fund invests in any underlying fund, certain portfolio information, including sustainability characteristics and business-involvement metrics, provided for the Fund may include information (on a look-through basis) of such underlying fund, to the extent available. Carefully consider the Funds’ investment objectives, risk factors, and charges and expenses before investing.
Before engaging Fidelity or any broker-dealer, you should evaluate the overall fees and charges of the firm as well as the services provided. Free commission offer applies to online purchases of select iShares ETFs in a Fidelity account. The sale of ETFs is subject to an activity assessment fee (from $0.01 to $0.03 per $1,000 of principal). Please note, this security will not be marginable for 30 days from the settlement date, at which time it will automatically become eligible for margin collateral.
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This and other information can be found in the Funds’ prospectuses or, if available, the summary prospectuses, which may be obtained by visiting the iShares Fund and BlackRock Fund prospectus pages. This and other information can be found in the Funds’ prospectuses or, if available, the summary prospectuses, which may be obtained by visiting the iShares ETF and BlackRock Fund prospectus pages. Business Involvement metrics can help investors gain a more comprehensive view of specific activities in which a fund may be exposed through its investments.
Neither MSCI ESG Research nor any Information Party makes any representations or express or implied warranties , nor shall they incur liability for any errors or omissions in the Information, or for any damages related thereto. The foregoing shall not exclude or limit any liability that may not by applicable law be excluded or limited. IShares unlocks opportunity across markets to meet the evolving needs of investors. With more than twenty years of experience and a global line-up of 1,250+ ETFs, iShares continues to drive progress for the financial industry. IShares funds are powered by the expert portfolio and risk management of BlackRock.
Learn how key attributes of this fund could factor into your decision-making. BlackRock expressly disclaims any and all implied warranties, including without limitation, warranties of originality, accuracy, completeness, timeliness, non-infringement, merchantability and fitness for a particular purpose. Index performance investing vs trading returns do not reflect any management fees, transaction costs or expenses. Share this fund with your financial planner to find out how it can fit in your portfolio. The Hypothetical Growth of $10,000 chart reflects a hypothetical $10,000 investment and assumes reinvestment of dividends and capital gains.
For funds with an investment objective that include the integration of ESG criteria, there may be corporate actions or other situations that may cause the fund or index to passively hold securities that may not comply with ESG criteria. The screening applied by the fund’s index provider may include revenue thresholds set by the index provider. The information displayed on this website may not include all of the screens that apply to the relevant index or the relevant fund. These screens are described in more detail in the fund’s prospectus, other fund documents, and the relevant index methodology document. Business Involvement metrics are not indicative of a fund’s investment objective, and, unless otherwise stated in fund documentation and included within a fund’s investment objective, do not change a fund’s investment objective or constrain the fund’s investable universe.
Additional information about the sources, amounts, and terms of compensation can be found in the ETF’s prospectus and related documents. Business Involvement metrics are calculated by BlackRock using data from MSCI ESG Research which provides a profile of each company’s specific business involvement. BlackRock leverages this data to provide a summed up view across holdings and translates it to a fund’s market value exposure to the listed Business Involvement areas above. Because the ITR metric is calculated in part by considering the potential for a company within the fund’s portfolio to reduce its emissions over time, it is forward-looking and prone to limitations.